Let’s be honest. Compliance headaches? Mounting regulatory pressures? Shrinking net profits? Many of you entered this profession to help people, not to drown in red tape. Yet, today, the very system meant to uphold integrity is squeezing the joy—and the viability—out of your work.
What if you could still do financial planning—but without the FCA breathing down your neck? Imagine keeping your revenue levels, focusing solely on what you and your clients value most: genuine life-changing conversations, holistic planning, and meaningful outcomes.
If you’re feeling the strain—financially, mentally, or both—it’s a clear sign that something needs to shift. Peace of mind and renewed purpose are possible. But as you know, it takes the right vehicle, system, or solution to move from A (distress) to B (contentment).
That’s exactly what this article is about.
Holistic Wealth Planning: The Stress-Free Encore Career
Holistic wealth planning offers a fresh path for experienced financial planners who are ready to step outside the perimeter. It’s a route that allows you to continue your calling—guiding clients toward financial wellbeing—without the suffocating burden of regulation.
Why is this important? Because the toll of ongoing stress doesn’t just affect your bottom line—it impacts your health, your family, and your quality of life. Now is the time to act. The market is peaking for sales of regulated businesses, and public demand is shifting. Clients increasingly seek personalised planning that prioritises their lives—not just their money.
Distress in regulated roles has never been higher. Take, for example, recent findings highlighted by FT Adviser:
“Regulatory and compliance pressures are pushing IFAs into financial distress.”
Thousands of firms—IFAs, mortgage brokers, insurance intermediaries—are struggling. The key drivers? Ever-tightening regulatory frameworks and rising compliance costs, which sap both profitability and morale.
Why the Academy of Life Planning?
We are the only global community of financial planners who aren’t tied to regulated advice. Over 600 members worldwide have successfully made the transition. Together, we’ve created a collaborative ecosystem where no single planner works alone—and where your expertise is amplified by collective wisdom.
Our mission? To empower you to reclaim your joy, freedom, and financial success on your terms.
Next Steps: Your Invitation
The opportunity is here. Let’s talk about how you can exit your regulated business at its peak value—and transition smoothly into a fulfilling encore career that restores balance to your life.
✅ Book your free call today to discover how the Academy of Life Planning can support your journey.
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Your Money or Your Life
Unmask the highway robbers – Enjoy wealth in every area of your life!
By Steve Conley. Available on Amazon. Visit www.steve.conley.co.uk to find out more.
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